Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2024. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 1.04% |
$238 - $277
|
95
$24.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1- 0.13% |
$238 - $277
|
783
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.1% |
$238 - $277
|
988
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$238 - $277
|
2.09K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$238 - $277
|
1.51K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 1.28% |
$238 - $277
|
77
$20.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$477 - $553
|
25.3K
$6.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2- 0.04% |
$477 - $553
|
4.62K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.1% |
$477 - $553
|
1.97K
$513K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.12% |
$477 - $553
|
1.67K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2- 0.19% |
$477 - $553
|
1.03K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 1.68% |
$477 - $553
|
117
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$477 - $553
|
5.85K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$715 - $830
|
1.11K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.34% |
$715 - $830
|
880
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3- 0.16% |
$715 - $830
|
1.82K
$474K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-3- 0.08% |
$715 - $830
|
3.98K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3- 0.27% |
$715 - $830
|
1.12K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-3- 4.76% |
$715 - $830
|
60
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3- 0.15% |
$715 - $830
|
2K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3- 0.18% |
$715 - $830
|
1.68K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 3.67% |
$954 - $1.11K
|
105
$27.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
14K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.37% |
$954 - $1.11K
|
1.08K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
12.6K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4- 0.07% |
$954 - $1.11K
|
5.65K
$1.47M
|
|
|
Apr 17, 2025
Q3 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-4- 0.2% |
$954 - $1.11K
|
2.04K
$532K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.38K
|
1.86K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.38K
|
6.99K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-5- 0.45% |
$1.19K - $1.38K
|
1.11K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$1.19K - $1.38K
|
10.1K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.06% |
$1.19K - $1.38K
|
8.1K
$2.11M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-5- 0.33% |
$1.19K - $1.38K
|
1.5K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-6- 0.17% |
$1.43K - $1.66K
|
3.54K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-6- 0.09% |
$1.43K - $1.66K
|
6.35K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-6- 0.5% |
$1.43K - $1.66K
|
1.2K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-6- 0.54% |
$1.43K - $1.66K
|
1.11K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.02% |
$1.43K - $1.66K
|
29.5K
$7.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$1.67K - $1.94K
|
6.64K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-7- 0.7% |
$1.67K - $1.94K
|
993
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-7- 0.48% |
$1.67K - $1.94K
|
1.46K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 1.5% |
$1.67K - $1.94K
|
459
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-7- 0.36% |
$1.67K - $1.94K
|
1.92K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 2.34% |
$1.67K - $1.94K
|
292
$76.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8- 1.01% |
$1.91K - $2.21K
|
784
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8- 0.1% |
$1.91K - $2.21K
|
7.71K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8- 0.35% |
$1.91K - $2.21K
|
2.3K
$600K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9- 0.33% |
$2.15K - $2.49K
|
2.7K
$704K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.31% |
$2.15K - $2.49K
|
2.85K
$743K
|